ICA Group Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $731K | Sell |
21,894
-75,144
| -77% | -$2.51M | 0.44% | 39 |
|
|
2024
Q1 | $3.38M | Buy |
97,038
+90,419
| +1,366% | +$3.15M | 0.68% | 32 |
|
|
2023
Q4 | $217K | Buy |
+6,619
| New | +$217K | 0.05% | 244 |
|
|
2023
Q3 | – | Sell |
-4,439
| Closed | -$126K | – | 1039 |
|
|
2023
Q2 | $126K | Buy |
4,439
+458
| +12% | +$13K | 0.03% | 290 |
|
|
2023
Q1 | $106K | Hold |
3,981
| – | – | 0.03% | 334 |
|
|
2022
Q4 | $104K | Buy |
+3,981
| New | +$104K | 0.02% | 357 |
|